Clouded Judgement

MAY 3, 2024

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Clouded Judgement

FEBRUARY 2, 2024

Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. Every week I’ll provide updates on the latest trends in cloud software companies.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Intercom, Inc.

APRIL 28, 2021

Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Our cost program is no different – we lay out our intentions and expectations by setting clear principles that allow us to maximize our cost efficiency while growing and serving new customers at scale.

Management 211

Management Government Cost optimization & reporting Engineering 211

Clouded Judgement

DECEMBER 1, 2023

.” And Adam Selipsky at Amazon said “many customers have completed their cost optimization, and we’re hopeful for increased growth. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

CloudGeometry

APRIL 25, 2022

Proven best practices that help both finance & engineering teams In fact, it is entirely reasonable to ask about “Security and _” for almost any aspect of your SaaS application and platform. Nothing scares an enterprise customer like security risk. Refer to the previous two sections on security and change management.

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130